Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$753K Buy
+10,116
New +$753K 0.25% 113
2025
Q1
Sell
-4,342
Closed -$269K 418
2024
Q4
$269K Buy
+4,342
New +$269K 0.11% 302